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AOD

abrdn Total Dynamic Dividend Fund
AOD

131 hedge funds and large institutions have $300M invested in abrdn Total Dynamic Dividend Fund in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 46 increasing their positions, 37 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

286% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 7

24% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 37

15% more funds holding

Funds holding: 114 → 131 (+17)

12% more capital invested

Capital invested by funds: $267M → $300M (+$32.5M)

0.9% more ownership

Funds ownership: 35.52% → 36.42% (+0.9%)

Holders
131
Holders Change
+17
Holders Change %
+14.91%
% of All Funds
2.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
46
Reduced
37
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Allspring Global Investments
Allspring Global Investments
North Carolina
+$12.4M
2
KIM
Karpus Investment Management
New York
+$4M
3
Ameriprise
Ameriprise
Minnesota
+$1.34M
4
WW
Waterfront Wealth
Kansas
+$1.3M
5
PCM
Penserra Capital Management
California
+$837K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$8.78M
2
1CP
1607 Capital Partners
Virginia
-$2.02M
3
Wells Fargo
Wells Fargo
California
-$1.64M
4
CA
Cornerstone Advisors
North Carolina
-$1.52M
5
WAM
Wolverine Asset Management
Illinois
-$990K
Name Holding Trade Value Shares
Change 		Change in
Stake
DWP
101
Daymark Wealth Partners
Ohio
$85.8K +$85K +10,997 New
WPA
102
Winning Points Advisors
Florida
$83K – – –
DADC
103
D.A. Davidson & Co
Montana
$78.8K – – –
IA
104
IFP Advisors
Florida
$78K -$2.55K -330 -4%
HI
105
Harbour Investments
Wisconsin
$55.3K -$46.2K -5,981 -46%
Rockefeller Capital Management
106
Rockefeller Capital Management
New York
$53K – – –
AWM
107
Atticus Wealth Management
Florida
$42.8K +$526 +68 +1%
Carson Wealth (CWM LLC)
108
Carson Wealth (CWM LLC)
Nebraska
$35K +$21.6K +2,794 +163%
GI
109
Gradient Investments
Minnesota
$28.9K +$28.6K +3,700 New
SWM
110
Spire Wealth Management
Virginia
$23K +$6.68K +864 +42%
MCC
111
Money Concepts Capital
Florida
$18.9K +$18.8K +2,425 New
TIM
112
Tortoise Investment Management
New York
$16.3K +$124 +16 +0.8%
CA
113
CoreCap Advisors
Michigan
$15.6K +$15.5K +2,000 New
BAM
114
Belpointe Asset Management
Nevada
$11.7K +$11.6K +1,500 New
ASN
115
Advisory Services Network
Georgia
$9.75K +$9.66K +1,250 New
TJHA
116
Thomas J. Herzfeld Advisors
Florida
$8.71K +$1.31K +170 +18%
CSPIA
117
Cary Street Partners Investment Advisory
Virginia
$7.8K +$7.73K +1,000 New
National Bank of Canada
118
National Bank of Canada
Quebec, Canada
$7.02K – – –
JMF
119
Johnson Midwest Financial
Iowa
$6K +$93 +12 +1%
EWA
120
EverSource Wealth Advisors
Alabama
$5.76K – – –
KFI
121
Key Financial Inc
Pennsylvania
$5.75K – – –
AAP
122
Arax Advisory Partners
Colorado
$5.27K – – –
AWM
123
Accurate Wealth Management
Florida
$5.09K +$4.83K +625 New
SFCL
124
Strengthening Families & Communities LLC
Massachusetts
$5K +$62 +8 +1%
BC
125
Barrett & Company
Rhode Island
$3.9K – – –
2 3 4
5
6

AOD Hedge Fund Activity: Q4 2022 in Review

131 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in abrdn Total Dynamic Dividend Fund (AOD) for Q4 2022, worth a combined $300M — up 12% from $267M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new AOD positions and 7 closed out — a net gain of 20 holders — while 46 added to existing stakes and 37 trimmed.

The largest buyer was Allspring Global Investments, adding an estimated $12.4M. The largest seller was Morgan Stanley, cutting an estimated $8.78M.

  • 131 institutional investors held abrdn Total Dynamic Dividend Fund (AOD) as of Q4 2022, up from 114 in Q3 2022.
  • Funds reported $300M of abrdn Total Dynamic Dividend Fund stock for Q4 2022, up 12% quarter-over-quarter.
  • 27 funds opened new abrdn Total Dynamic Dividend Fund positions in Q4 2022 and 7 closed out, a net change of +20 holders.
  • The largest abrdn Total Dynamic Dividend Fund buyer in Q4 2022 was Allspring Global Investments, an estimated $12.4M added.
  • The largest abrdn Total Dynamic Dividend Fund seller in Q4 2022 was Morgan Stanley, an estimated $8.78M sold.

Based on aggregated 13F filings for Q4 2022.